SHEILA M. PENROSE
West Jordan, UT 84084
*********@***.***
Microsoft Access/Excel/ Outlook/PowerPoint/Word
QUALIFICATIONS
MAS500 and MAS200
Yardi
Timberline
QuickBooks 2005-2009
Deltek Vision
CCH: Database research skills
TaxWise: IRS provided tax software
Strong Communication Skills
Analytical Skills
Strong Desire to Learn
Individual/Corporate Tax Preparation
LaCerte Tax Software
Westminster College: GPA: 3.433, 2003-2007
EDUCATION
Degree: Bachelors of Science, Accounting
Member
Dean’s List of Westminster College
Institute of Management Accountants
Taylorsville High School: Graduate
Member
National Honor Society
High Honor Roll
Best Buddies of America
PROFESSIONAL EXPERIENCE
09/08-4/09: WHITEHOUSE AND COMPANY CPA
Tax/QuickBooks Advisor/Preparer: Individual/Corporate Tax Preparation, Reconciliation of
Bank and Credit Card Accounts, Preparation of Financial Statements for tax Return, Journal
Entries, General Ledger, Sales and Use Tax Returns.
01/08 to 9/08: ARCHITECTURAL NEXUS
Junior Accountant: A/P, A/R, Special project for CFO such as: Depreciation of Assets, Monthly
Reports, Property Taxes, Financial Training for Project Managers, Employee Benefits and Other
Miscellaneous Projects.
09/07 to 11/07: MATERNITY LEAVE
07/05 to 06/07: BASIC RESEARCH
AP Expense Report Specialist/Trainer-01/07 to 06/07
Monthly reconciliation of 50+ corporate credit cards and cash expense reports.
Training/Testing/Implementation of American Express Online Expense Tool
SHEILA M. PENROSE
Accomplishments:
Eliminated company finance charges by actively working with credit card holders to submit
substantial expenses on a timely basis.
AP Specialist-04/06 to 12/06
Coding, Batching, Disbursements, Check Runs, EFT, International/Domestic Funds Transfers,
Expense Reports, Payment Schedule, Purchase Orders, and Vendor Relations
Special Assignments:
2005 and 2006 Physical Inventory Count
Coordination of 2007 Zantrex-3 Dragster Race Reward Weekend
Assist Accounts Receivable
Advertising Sales/Customer Service (Call Center)-07/05 to 04/06
TEMPORARY ASSIGNMENTS
11/07 to 1/2008: NAI UTAH PROPERTY MANAGEMENT
Property Management Accountant: Coding, Batching, Disbursements, Check Runs (30+Bank
Accounts), Electronic International/Domestic Funds Transfers, Payment Schedule, and Vendor
Relations of 30+ Properties.
07/07 to 08/07: SALT LAKE LEGAL DEFENDERS-Temporary Assignment
Legal Secretary: Support three attorneys, transcribe court proceedings, maintain attorney
calendar, maintain/close files, and coordinate client meetings/calls
VOLUNTEER EXPERIENCE
Current: THE PINES OF JORDAN LANDING HOA BOARD 20 Hours Monthly
Treasurer: Review and Audit Monthly Accounting, Preparation of Financials, Budget Analysis,and
Route Cause Analysis and Resolution.
2006, 2007 and 2008 Races: SALT LAKE CITY MARATHON 215 Hours
Course Set-Up Captain: Managed a team of 20 volunteers – Race Director Scott Kerr
01/07 to 05/07: VOLUNTEER INCOME TAX ASSISTANCE (VITA) 32 Hours
Tax Return Preparer: Westminster College - Faculty Advisor Donald Saxon
2006: SALT LAKE CITY GARDEN TOUR 5 Hours
Garden Greeter
2005 and 2006: WESTMINSTER COLLEGE ANNUAL SCHOLARHIP FUNDRAISER 10 Hours
Volunteer: Various responsibilities assisting the guests